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Peabody Energy

137 hedge funds and large institutions have $275M invested in Peabody Energy in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.23% less ownership

Funds ownership: 105.9%97.66% (-8.2%)

12% less funds holding

Funds holding: 156137 (-19)

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

45% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 38

48% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $4.52M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

71% less capital invested

Capital invested by funds: $935M → $275M (-$660M)

Holders
137
Holders Change
-19
Holders Change %
-12.18%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
53
Closed
38
Calls
$2.37M
Puts
$4.52M
Net Calls
-$2.15M
Net Calls Change
+$7.36M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
1
Elliott Investment Management
Florida
$83.9M +$185M +28,916,201 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M +$2.69M +419,705 +6%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$17.8M -$83.7K -13,081 -0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$16.8M +$3.64M +569,095 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.4M +$884K +138,106 +3%
BlackRock
6
BlackRock
New York
$14.1M -$146K -22,730 -0.5%
PIM
7
Platinum Investment Management
Australia
$11.2M
State Street
8
State Street
Massachusetts
$10.7M -$1.71M -266,753 -7%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.5M -$2.62M -409,300 -10%
HP
10
Hosking Partners
United Kingdom
$6.07M +$75.2K +11,742 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.08M -$687K -107,252 -7%
Northern Trust
12
Northern Trust
Illinois
$3.92M +$125K +19,588 +1%
CCM
13
Contrarian Capital Management
Connecticut
$3.51M -$27.7M -4,326,161 -78%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$3.08M +$1.6M +249,400 +31%
Federated Hermes
15
Federated Hermes
Pennsylvania
$2.98M +$3.9M +609,236 +146%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.79M +$378K +59,080 +7%
N
17
Nuveen
North Carolina
$2.51M -$186K -29,090 -3%
KLCMU
18
Kite Lake Capital Management (UK)
United Kingdom
$2.32M +$5.12M +800,000 New
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$2.16M +$1.83M +286,391 +62%
MP
20
Mangrove Partners
Connecticut
$1.97M -$1.57M -245,777 -27%
TSW
21
Thompson Siegel & Walmsley
Virginia
$1.92M -$1.01M -157,099 -19%
Charles Schwab
22
Charles Schwab
California
$1.75M -$1.81M -282,355 -32%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$1.75M -$246K -38,502 -6%
Victory Capital Management
24
Victory Capital Management
Texas
$1.66M +$2.05M +320,864 +127%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.62M +$1.17M +183,286 +49%

BTU Hedge Fund Activity: Q1 2020 in Review

137 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Peabody Energy (BTU) for Q1 2020, worth a combined $275M — down 71% from $935M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BTU and 21 opened new positions — a net loss of 17 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Kite Lake Capital Management (UK), opening a new position worth an estimated $5.12M. The largest seller was Contrarian Capital Management, cutting an estimated $27.7M.

  • 137 institutional investors held Peabody Energy (BTU) as of Q1 2020, down from 156 in Q4 2019.
  • Funds reported $275M of Peabody Energy stock for Q1 2020, down 71% quarter-over-quarter.
  • 21 funds opened new Peabody Energy positions in Q1 2020 and 38 closed out, a net change of -17 holders.
  • The largest Peabody Energy buyer in Q1 2020 was Kite Lake Capital Management (UK), an estimated $5.12M added.
  • The largest Peabody Energy seller in Q1 2020 was Contrarian Capital Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q1 2020.